ENCOMPASS WEALTH ADVISORS, LLC – Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
1.63M
portfolio value
ENCOMPASS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.45%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.03% | -19.43K shares | -330K | 156.73K | |
| Q2 2022 | share | Decrease | -26.68% | -64.10K shares | -920K | 176.16K | |
| Q1 2022 | share | Decrease | -1.86% | -4.55K shares | -319K | 240.27K | |
| Q4 2021 | share | Increase | +5.46% | 12.67K shares | 143K | 244.82K | |
| Q3 2021 | share | Decrease | -2.25% | -5.34K shares | -80K | 232.15K | |
| Q2 2021 | share | Decrease | -11.81% | -31.79K shares | -407K | 237.49K | |
| Q1 2021 | share | Increase | 0.00% | 269.28K shares | 3.54M | 269.28K |